Latest Institutional Purchases of Federated Hermes, Inc. (FHI)
This list provides information on the latest institutional transactions involving Federated Hermes, Inc. (FHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
68+ 0.12% |
$2.07K - $2.33K
|
55.3K
$2.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
35+ 0.26% |
$1.07K - $1.2K
|
13.3K
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27New |
$822 - $924
|
27
$1.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21New |
$640 - $719
|
21
$1.03K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.97% |
$152 - $171
|
519
$25.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$30.5 - $34.2
|
1
$49.2
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
428K+ 3719.73% |
$13.9M - $15.8M
|
439K
$21.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
21.6KNew |
$700K - $796K
|
21.6K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
13.5K+ 2.09% |
$437K - $497K
|
658K
$32.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.38KNew |
$239K - $272K
|
7.38K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
4.3KNew |
$139K - $158K
|
4.3K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.25KNew |
$40.5K - $46K
|
1.25K
$61.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
330+ 3.62% |
$10.7K - $12.2K
|
9.45K
$465K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
123+ 0.89% |
$3.99K - $4.53K
|
14K
$686K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
74New |
$2.4K - $2.73K
|
74
$3.64K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
72New |
$2.33K - $2.65K
|
72
$3.54K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
66New |
$2.14K - $2.43K
|
66
$3.24K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50New |
$1.62K - $1.84K
|
50
$2.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
42+ 0.14% |
$1.36K - $1.55K
|
29.9K
$1.47M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
219K+ 368.91% |
$7.53M - $9.62M
|
278K
$13.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
76KNew |
$2.62M - $3.34M
|
76K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
45.4KNew |
$1.56M - $2M
|
45.4K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
43.1KNew |
$1.48M - $1.9M
|
43.1K
$2.12M
|
|
|
May 07, 2025
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
40.8KNew |
$1.41M - $1.8M
|
40.8K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
36.7KNew |
$1.26M - $1.61M
|
36.7K
$1.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
23.2KNew |
$799K - $1.02M
|
23.2K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22KNew |
$757K - $967K
|
22K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
20.5KNew |
$707K - $904K
|
20.5K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
18.7KNew |
$644K - $823K
|
18.7K
$920K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.6KNew |
$571K - $730K
|
16.6K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
13.3KNew |
$459K - $586K
|
13.3K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.38KNew |
$288K - $369K
|
8.38K
$412K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.3KNew |
$251K - $321K
|
7.3K
$359K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.61K+ 78.26% |
$228K - $291K
|
15.1K
$740K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.04KNew |
$70.3K - $89.8K
|
2.04K
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
1.58K+ 4.33% |
$54.5K - $69.7K
|
38.2K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.41KNew |
$48.5K - $62K
|
1.41K
$69.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.03KNew |
$35.6K - $45.5K
|
1.03K
$50.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Hst Ventures, LLC
|
BUY
|
- |
914+ 1.21% |
$31.5K - $40.2K
|
76.5K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
884+ 1.0% |
$30.4K - $38.9K
|
89.1K
$4.38M
|
|
|
Oct 08, 2025
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
664New |
$22.9K - $29.2K
|
664
$32.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
435New |
$15K - $19.1K
|
435
$21.4K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
103New |
$3.55K - $4.53K
|
103
$5.06K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
89+ 4450.0% |
$3.06K - $3.92K
|
91
$4.47K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
44New |
$1.51K - $1.94K
|
44
$2.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
23+ 0.34% |
$792 - $1.01K
|
6.86K
$337K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.01MNew |
$74.8M - $82M
|
2.01M
$98.6M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
280KNew |
$10.4M - $11.4M
|
280K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
75.1KNew |
$2.8M - $3.07M
|
75.1K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
58.6KNew |
$2.19M - $2.39M
|
58.6K
$2.88M
|
|